Eric Bartee
Bartee Capital Management · Montgomery, Texas
Eric Bartee is a fee-only financial advisor at Bartee Capital Management in Montgomery, Texas. Bartee Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bartee Capital Management |
|---|---|
| Based in | Montgomery, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.1M across 22 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5912117 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Eric's firm compares
- Bartee Capital Management's average account is about $143,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Eric
Is Eric Bartee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Bartee Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Bartee Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Bartee based?
Eric Bartee is based in Montgomery, Texas.
Is Eric Bartee registered with the SEC?
Yes. Eric Bartee is registered as an investment adviser representative in TX (CRD 5912117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bartee Capital Management manage?
Bartee Capital Management reports $3.1M across 22 accounts in assets under management.
How do I contact Eric Bartee?
Contact details aren't on file yet. Search for Bartee Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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